See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $478,772 | $92,703+416.5% | $82,719+478.8% | $134,475+256.0% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -27.71% | 944.92%-972.6pp | 701.18%-728.9pp | 417.96%-445.7pp |
| Employer contribution / active EE | $1,837 | $3,274-43.9% | $3,009-38.9% | $4,740-61.2% |
| Participant deferral / active EE | $8,792 | $4,802+83.1% | $4,395+100.0% | $6,400+37.4% |
| Admin fee / account holder | $18,971 | $5,983+217.1% | $5,329+256.0% | $11,426+66.0% |